FSV icon

FirstService

318 hedge funds and large institutions have $5.88B invested in FirstService in 2025 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 121 increasing their positions, 114 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

0.63% more ownership

Funds ownership: 67.57%68.21% (+0.63%)

1% less funds holding

Funds holding: 320318 (-2)

17% less call options, than puts

Call options by funds: $362K | Put options by funds: $438K

Holders
318
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$362K
Puts
$438K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AC
226
Aristides Capital
Kentucky
$267K
MIM
227
Marco Investment Management
Georgia
$266K
PCS
228
Personal CFO Solutions
New Jersey
$265K
CF
229
Centaurus Financial
California
$265K
ECM
230
Evergreen Capital Management
Washington
$262K
HNB
231
Hilltop National Bank
Wyoming
$256K
MGP
232
Metis Global Partners
California
$252K
SL
233
Summitry LLC
California
$250K
PWG
234
Portside Wealth Group
Utah
$246K
TRCT
235
Tower Research Capital (TRC)
New York
$234K
Royal London Asset Management
236
Royal London Asset Management
United Kingdom
$230K
OAC
237
OMERS Administration Corp
Ontario, Canada
$229K
BEI
238
Benjamin Edwards Inc
Missouri
$229K
VCM
239
Versant Capital Management
Arizona
$221K
WA
240
Wasatch Advisors
Utah
$218K
SC
241
Syon Capital
California
$215K
HR
242
Hardy Reed
Mississippi
$214K
PA
243
Parallel Advisors
California
$209K
AAP
244
Arax Advisory Partners
Colorado
$208K
QWP
245
Quotient Wealth Partners
Texas
$208K
Assenagon Asset Management
246
Assenagon Asset Management
Luxembourg
$208K
MYIA
247
Mount Yale Investment Advisors
Colorado
$207K
VAS
248
Vestmark Advisory Solutions
Massachusetts
$207K
US Bancorp
249
US Bancorp
Minnesota
$206K
NP
250
NorthRock Partners
Minnesota
$202K